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Disclosery

Shepherd Financial Partners LLC: RSP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shepherd Financial Partners LLC on RSP, newest first. How the timeline and the estimate are built.

Shepherd Financial Partners LLC held 15,638 RSP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,638 shares
    Change vs previous 13F -4,770 shares

    0.27% of the 13F portfolio, value $3,327,205.

    13F-HR 0001696628-26-000004 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,408 shares
    Change vs previous 13F -2,572 shares

    0.37% of the 13F portfolio, value $3,916,647.

    13F-HR 0001696628-26-000002 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,980 shares
    Change vs previous 13F -16,399 shares

    0.41% of the 13F portfolio, value $4,401,954.

    13F-HR 0001696628-26-000001 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,379 shares
    Change vs previous 13F -8,907 shares

    0.71% of the 13F portfolio, value $7,470,279.

    13F-HR 0001696628-25-000002 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,286 shares
    Change vs previous 13F -15,071 shares

    0.93% of the 13F portfolio, value $8,775,491.

    13F-HR 0001085146-25-005028 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,357 shares
    Change vs previous 13F -123,277 shares

    1.29% of the 13F portfolio, value $10,975,255.

    13F-HR 0001085146-25-002194 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 186,634 shares
    Change vs previous 13F -1,766 shares

    3.91% of the 13F portfolio, value $32,703,852.

    13F-HR 0001085146-25-000526 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 188,400 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $33,753,690.

    13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).